Latest Institutional Transactions on Morgan Stanley (MS)
This table provides information on the latest institutional transactions involving Morgan Stanley (MS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-4- 0.16% |
$447 - $564
|
2.51K
$353K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-9.13K- 2.6% |
$1.02M - $1.29M
|
342K
$48.1M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-332- 12.87% |
$37.1K - $46.8K
|
2.25K
$316K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
232+ 5.53% |
$25.9K - $32.7K
|
4.43K
$622K
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-200- 0.3% |
$22.3K - $28.2K
|
66.5K
$9.34M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-534- 1.79% |
$59.6K - $75.3K
|
29.3K
$4.11M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
84+ 46.15% |
$9.38K - $11.9K
|
266
$37.4K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
337+ 1123.33% |
$37.6K - $47.5K
|
367
$51.6K
|
|
|
May 01, 2025
Q1 2025
|
Dock Street Asset Management Inc
|
BUY
|
- |
28.1KNew |
$3.13M - $3.96M
|
28.1K
$3.94M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-28.9K- 19.78% |
$3.23M - $4.08M
|
117K
$16.5M
|
|
|
May 01, 2025
Q1 2025
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
2.69K+ 19.46% |
$300K - $379K
|
16.5K
$2.32M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
67New |
$7.48K - $9.45K
|
67
$9.41K
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
4.02KNew |
$449K - $568K
|
4.02K
$565K
|
|
|
May 01, 2025
Q1 2025
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-600- 21.63% |
$67K - $84.6K
|
2.17K
$305K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-783- 9.36% |
$87.4K - $110K
|
7.58K
$1.07M
|
|
|
May 01, 2025
Q1 2025
|
Prudent Man Advisors, LLC
|
BUY
|
- |
136+ 0.91% |
$15.2K - $19.2K
|
15.2K
$2.13M
|
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-48- 0.44% |
$5.36K - $6.77K
|
10.9K
$1.53M
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-151- 1.47% |
$16.9K - $21.3K
|
10.1K
$1.42M
|
|
|
May 01, 2025
Q1 2025
|
Focused Investors LLC
|
SELL
|
- |
-34.8K- 2.65% |
$3.89M - $4.91M
|
1.28M
$179M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
397+ 1.4% |
$44.3K - $56K
|
28.9K
$4.05M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
428+ 23.0% |
$47.8K - $60.4K
|
2.29K
$322K
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
2+ 0.06% |
$223 - $282
|
3.13K
$440K
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.12K- 1.69% |
$126K - $159K
|
65.5K
$9.21M
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
54+ 4.87% |
$6.03K - $7.62K
|
1.16K
$163K
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
33.9KNew |
$3.79M - $4.78M
|
33.9K
$4.76M
|
|
|
May 01, 2025
Q1 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
2.12K+ 87.6% |
$237K - $299K
|
4.54K
$638K
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-446- 14.8% |
$49.8K - $62.9K
|
2.57K
$361K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.59K+ 8.69% |
$289K - $366K
|
32.4K
$4.55M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
38.4K+ 111.73% |
$4.28M - $5.41M
|
72.7K
$10.2M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
63.3K+ 511.03% |
$7.07M - $8.94M
|
75.7K
$10.6M
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
139+ 2.06% |
$15.5K - $19.6K
|
6.87K
$966K
|
|
|
May 01, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
1K+ 53.7% |
$112K - $141K
|
2.87K
$403K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.33K+ 12.57% |
$149K - $188K
|
11.9K
$1.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
105K+ 17.88% |
$11.7M - $14.8M
|
693K
$97.3M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-34.3K- 4.04% |
$3.83M - $4.84M
|
815K
$114M
|
|
|
Apr 30, 2025
Q1 2025
|
Hourglass Capital, LLC
|
SELL
|
- |
-467- 0.63% |
$52.2K - $65.9K
|
74K
$10.4M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
CALL |
-45- 27.61% |
$5.03K - $6.35K
|
118
$16.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-943- 10.83% |
$105K - $133K
|
7.76K
$1.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.55K- 9.93% |
$285K - $360K
|
23.1K
$3.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
442+ 2.33% |
$49.4K - $62.4K
|
19.4K
$2.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
66+ 3.26% |
$7.37K - $9.31K
|
2.09K
$294K
|
|
|
Apr 30, 2025
Q1 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
19+ 0.86% |
$2.12K - $2.68K
|
2.22K
$312K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
484+ 7.86% |
$54.1K - $68.3K
|
6.64K
$933K
|
|
|
Apr 30, 2025
Q1 2025
|
Gfg Capital, LLC
|
SELL
|
- |
-16- 0.37% |
$1.79K - $2.26K
|
4.35K
$611K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
156+ 0.93% |
$17.4K - $22K
|
16.9K
$2.37M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-500- 38.46% |
$55.8K - $70.5K
|
800
$112K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
16.5K+ 402.47% |
$1.84M - $2.32M
|
20.6K
$2.89M
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
13.2K+ 2.24% |
$1.48M - $1.86M
|
604K
$84.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
228+ 5.66% |
$25.5K - $32.2K
|
4.26K
$598K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.95K- 12.02% |
$442K - $558K
|
29K
$4.07M
|